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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
801
Kovitz Investment Group Partners
Illinois
$850K -$13.7M -73,088 -94%
CFAM
802
Center For Asset Management
Florida
$844K -$187K -1,002 -18%
BHWM
803
Bar Harbor Wealth Management
New Hampshire
$841K -$16.8K -90 -2%
VWM
804
Venturi Wealth Management
Texas
$834K -$20.7K -111 -2%
CFP
805
Cascade Financial Partners
California
$830K -$37.4K -200 -4%
BCM
806
Boltwood Capital Management
California
$830K -$10.1K -54 -1%
TCOT
807
Trust Company of Toledo
Ohio
$826K +$29.3K +157 +4%
TCBWMS
808
Texas Capital Bank Wealth Management Services
Texas
$826K -$81.3K -435 -9%
SMA
809
Sage Mountain Advisors
Georgia
$823K +$124K +663 +18%
MYIA
810
Mount Yale Investment Advisors
Colorado
$822K -$4.03M -21,578 -83%
CW
811
CreativeOne Wealth
Kansas
$817K -$1.1M -5,898 -57%
EWS
812
Evergreen Wealth Solutions
Pennsylvania
$812K +$818K +4,376 New
TGAM
813
TBH Global Asset Management
Tennessee
$811K -$22.1K -118 -3%
IAN
814
Integrated Advisors Network
Texas
$810K -$126K -676 -13%
FWCM
815
Ferguson Wellman Capital Management
Oregon
$807K -$213K -1,141 -21%
WSFS
816
Wilmington Savings Fund Society
Delaware
$799K -$470K -2,515 -37%
BEAM
817
Baker Ellis Asset Management
Washington
$799K -$245K -1,312 -23%
WWM
818
Western Wealth Management
Colorado
$797K +$748 +4 +0.1%
PFS
819
Prospera Financial Services
Texas
$793K -$1.55M -8,271 -66%
1C
820
111 Capital
France
$787K +$523K +2,798 +193%
RIA
821
Regal Investment Advisors
Michigan
$786K +$792K +4,236 New
NWAG
822
Net Worth Advisory Group
Utah
$778K +$82.1K +439 +12%
TTIC
823
Tower Trust & Investment Company
Iowa
$773K -$27.1K -145 -3%
MT
824
Midwest Trust
Kansas
$772K -$66.4K -355 -8%
GAG
825
GM Advisory Group
New York
$769K -$6.17K -33 -0.8%